Harvard Case - One Tiger Per Mountain: The He Family Office
"One Tiger Per Mountain: The He Family Office" Harvard business case study is written by Lauren H. Cohen, Fei Wu, Grace Headinger. It deals with the challenges in the field of Finance. The case study is 18 page(s) long and it was first published on : Aug 5, 2022
At Fern Fort University, we recommend the He family office adopt a holistic financial strategy that prioritizes long-term wealth preservation and growth while managing risk effectively. This strategy will involve a diversified portfolio across various asset classes, including private equity, fixed income securities, and real estate. The family office should also consider strategic partnerships to leverage external expertise and expand its investment opportunities.
2. Background
The He family office faces the challenge of managing a significant fortune accumulated through the successful family business. The family desires to preserve and grow their wealth for future generations while maintaining control and pursuing their philanthropic goals.
The main protagonists are:
- Mr. He: The patriarch, a seasoned entrepreneur with a strong understanding of the family business.
- Ms. He: Mr. He's wife, who shares his vision for the family's future and is actively involved in philanthropic activities.
- He Jun: The eldest son, who holds an MBA and possesses strong financial acumen.
- He Mei: The younger daughter, who works in the family business and is interested in exploring new investment opportunities.
3. Analysis of the Case Study
The He family office faces several key challenges:
- Lack of a formal investment strategy: The family's current approach is reactive and lacks a clear framework for managing their assets.
- Limited diversification: The majority of their wealth is tied to the family business, exposing them to significant risk.
- Lack of professional expertise: The family office lacks the specialized skills and experience necessary to manage a complex portfolio.
- Succession planning: The family needs to establish a clear plan for transferring wealth and responsibilities to future generations.
To address these challenges, we propose a framework based on the following principles:
- Strategic asset allocation: Diversifying the portfolio across various asset classes to mitigate risk and maximize returns.
- Risk management: Implementing robust risk management processes to identify and mitigate potential threats.
- Financial planning and forecasting: Developing a comprehensive financial plan that aligns with the family's long-term goals.
- Succession planning: Establishing a clear plan for transferring wealth and responsibilities to future generations.
4. Recommendations
1. Establish a Formal Investment Strategy:
- Develop a written investment policy statement: This document should outline the family's investment goals, risk tolerance, and asset allocation targets.
- Hire a qualified investment advisor: The advisor should have experience managing complex portfolios and a proven track record of success.
- Conduct regular portfolio reviews: The family office should review the portfolio at least annually to ensure it remains aligned with the investment policy statement.
2. Diversify the Portfolio:
- Allocate a portion of the portfolio to private equity: This can provide access to high-growth companies and potentially higher returns.
- Invest in fixed income securities: This can provide stability and income to the portfolio.
- Consider real estate investments: This can provide diversification and potential appreciation.
- Explore international investments: This can provide access to new markets and potentially higher returns.
3. Leverage External Expertise:
- Form strategic partnerships with other family offices: This can provide access to a wider range of investment opportunities and expertise.
- Engage with specialized consultants: This can provide expertise in areas such as tax planning, estate planning, and philanthropy.
4. Implement a Robust Risk Management Framework:
- Conduct regular risk assessments: This should identify potential threats and opportunities, and develop strategies to mitigate risks.
- Establish a risk management committee: This committee should be responsible for overseeing the risk management process.
- Implement a comprehensive risk management policy: This policy should outline the family office's risk appetite and the procedures for managing risks.
5. Develop a Succession Plan:
- Establish a clear plan for transferring wealth and responsibilities to future generations.
- Educate family members about financial management and investment principles.
- Consider establishing a family council to guide future decisions.
5. Basis of Recommendations
These recommendations are based on the following considerations:
- Core competencies and consistency with mission: The recommendations align with the family's desire to preserve and grow their wealth while maintaining control and pursuing their philanthropic goals.
- External customers and internal clients: The recommendations consider the needs of both the family and the family office.
- Competitors: The recommendations are based on best practices in the family office industry.
- Attractiveness: The recommendations are expected to generate positive returns while managing risk effectively.
6. Conclusion
By implementing these recommendations, the He family office can establish a robust and sustainable financial strategy that will ensure the preservation and growth of their wealth for generations to come. This approach will require a commitment to long-term planning, diversification, and professional expertise.
7. Discussion
Alternatives not selected:
- Investing solely in the family business: This would expose the family to significant risk and limit their diversification options.
- Hiring a traditional wealth manager: This may not provide the same level of control and flexibility as a family office.
Risks and key assumptions:
- Market volatility: The recommendations assume that the market will experience periods of both growth and decline.
- Inflation: The recommendations assume that inflation will remain at a manageable level.
- Tax policy changes: The recommendations assume that tax policy will not change significantly in the future.
8. Next Steps
- Develop a detailed investment policy statement within 3 months.
- Hire a qualified investment advisor within 6 months.
- Implement a diversified portfolio strategy within 12 months.
- Establish a risk management framework within 12 months.
- Develop a succession plan within 18 months.
By taking these steps, the He family office can position itself for long-term success and ensure that their wealth is managed effectively for generations to come.
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Case Description
Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent for both future generational takeovers and the future of family unity and identity. To assist, He had brought in Hefeng Family Office to develop his succession plan by establishing a family ownership structure, governance system, family trust, and family agreement. However, he remained dubious: was now the time for him to step back and pass on his legacy to the next generation? He remained reluctant to give up control of the company, and the succession process would require passing on the majority of his shares to his successor. How should he establish a family governance structure that would protect the next generation's interest and benefits while also allowing flexibility for future generations' decisions? The structures were now in place, but was the family truly ready for him to pass the baton?
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